Retirement Planners is a registered investment advisor firm led by Vincent R. Williams, based in El Segundo, California. The firm assists individuals and small business owners with financial planning, retirement preparation, and insurance strategies. Retirement Planners reviews client data and objectives to provide written reports containing generic recommendations and suggested strategies. Clients have the flexibility to implement recommendations through any brokerage firm, insurance agency, or financial institution of their choice. In addition to financial planning, Vincent R. Williams is licensed in real estate, life insurance, and notary services, and may earn commissions from insurance products or real estate transactions. The firm does not manage portfolios directly or have the authority to make trades without client approval.
Fee Structure
- Financial analysis and planning — $100 per hour, with the first 1-hour consultation provided at no charge. Fees are based on the complexity of the financial plan.